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Charles Schwab Corporation shares owned by Kays Financial Advisory Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kays Financial Advisory Corp from 13F filings

Historical chart of Kays Financial Advisory Corp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Kays Financial Advisory Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Kays Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.2M 61k 36.24
2020-06-30 $2.9M 86k 33.74
2020-03-31 $2.7M 82k 33.62
2019-12-31 $3.7M 78k 47.56
2019-09-30 $3.1M 75k 41.83
2019-06-30 $3.0M 75k 40.20
2019-03-31 $3.1M 73k 42.75
2018-12-31 $2.7M 66k 41.53
2017-12-31 $208k 4.0k 51.37
2017-09-30 $224k 5.1k 43.67
2017-06-30 $221k 5.1k 42.90
2016-09-30 $210k 6.6k 31.99